Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSMJX (SMALLCAP VALUE FUND II CLASS J) | 0.55% | -6.95% | 1.73% | 7.59% | 3.01% | 7.24% | NA | 11.08% |
Data as of 07/11/2025, AR inception is 03/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMJX (SMALLCAP VALUE FUND II CLASS J) | 03/03/2009 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | -6.95 | 1.73 | 7.59 | 3.01 | 7.24 | NA | 11.08 | 0.55 | -4.92 | 17.21 | -18.89 | 14.18 | 3.18 | 22.55 | -15.04 | 6.46 | 24.85 | -4.56 | 6.26 | 37.85 | 16.79 | -6.37 | 26.39 | 87.62 |
| Sharpe Ratio | NA | -0.25 | -0.07 | 0.22 | 0.07 | NA | NA | 0.42 | -0.06 | -0.53 | 0.66 | -0.78 | 0.52 | 0.07 | 1.37 | -0.99 | 0.48 | 1.42 | -0.29 | 0.43 | 2.63 | 1.01 | -0.20 | 1.03 | 3.20 |
| Standard Deviation(%) | NA | 25.90 | 22.97 | 24.23 | 23.57 | NA | NA | 23.58 | 25.72 | 21.77 | 19.68 | 26.07 | 27.12 | 42.93 | 15.39 | 16.51 | 12.30 | 17.30 | 15.73 | 14.62 | 14.37 | 16.66 | 32.51 | 25.49 | 34.93 |
| Draw Down(%) | NA | 33.03 | 33.03 | 38.53 | 46.21 | NA | NA | 46.21 | 22.98 | 17.86 | 15.30 | 22.16 | 20.59 | 44.71 | 10.26 | 25.79 | 7.98 | 13.17 | 13.76 | 12.89 | 5.72 | 12.87 | 29.85 | 22.85 | 10.48 |
| Yield(%) | 0.00 | 1.13 | 0.90 | 0.98 | 4.18 | 7.04 | 9.95 | 12.43 | 0.00 | 1.16 | 0.95 | 0.47 | 0.55 | 0.36 | 0.56 | 18.10 | 6.11 | 6.99 | 10.10 | 11.25 | 8.24 | 0.74 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 03/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMJX (SMALLCAP VALUE FUND II CLASS J) |
-10.46%
Mar 2017 - Mar 2020 |
-3.97%
Mar 2015 - Mar 2020 |
1.94%
Apr 2015 - Apr 2025 |
5.13%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMJX (SMALLCAP VALUE FUND II CLASS J) |
22.10%
Sep 2011 - Sep 2014 |
20.66%
Jun 2009 - Jun 2014 |
13.05%
Apr 2009 - Apr 2019 |
9.48%
May 2009 - May 2024 |
Annualized Rolling Returns Comparison Chart